Financial Advisor
4 weeks ago
As a Financial Advisor I at Frost Bank, you will play a vital role in helping our clients achieve their financial goals. Your expertise will be instrumental in developing personalized financial plans, providing sound advice, and marketing Frost's banking and brokerage products and services.
Key Responsibilities:
- Build strong relationships with clients by providing exceptional support and financial guidance
- Analyze financial data to provide tailored recommendations based on client risk tolerance, goals, and preferences
- Collaborate with attorneys and accountants to provide comprehensive financial planning services
- Market investment products and services to new and existing clients
- Bachelor's Degree in Business, Economics, or related field; or, 5+ years of relevant experience
- FINRA Series 7, 63, and 65 licenses; or, Series 7 and 66 licenses (or ability to obtain within 120 days)
- General Lines Agent License: Life, Accident, Health, and HMO Insurance or ability to obtain within 90 days
- Proficient in Microsoft computer applications
- Excellent written and verbal communication skills
At Frost Bank, we prioritize our employees' health, well-being, and future. Our benefits package includes:
- Medical, dental, vision, long-term, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs
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Financial Relationship Advisor
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Midland, Texas, United States My Community Credit Union Full timeAt My Community Credit Union, we're committed to providing exceptional service to our members. As a Financial Relationship Advisor, you'll play a key role in helping us achieve this goal.Job Summary:We're seeking a motivated and customer-focused individual to join our team as a Financial Relationship Advisor. In this role, you'll be responsible for assisting...
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Senior Financial Consultant
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Financial Planning Specialist
3 weeks ago
Midland, Texas, United States Frost Bank Full timeAbout the Role:Frost Bank is seeking a skilled Financial Advisor I to join our team. As a Financial Advisor I, you will work closely with our clients to develop personalized financial plans, provide expert financial advice, and market Frost Banking and Brokerage products and services.Key Responsibilities:Build strong relationships with Frost customers by...
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Financial Planning Specialist
3 weeks ago
Midland, Texas, United States Hantz Group Full timeJob Title: Planning AnalystAbout the Role:At Hantz Group, we are seeking a highly motivated and detail-oriented Planning Analyst to join our team. As a Planning Analyst, you will be integrated into our Family Office, working closely with our Financial Advisors to broaden your knowledge of the financial services industry.Key Responsibilities:* Work as a...
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Financial Services Specialist
3 weeks ago
Midland, Texas, United States Frost Bank Full timeFinancial Advisor I Role OverviewAt Frost Bank, we're committed to helping our clients achieve their financial goals. As a Financial Advisor I, you'll play a key role in providing top-tier financial advice and support to our customers. Your expertise will help them develop personalized financial plans, make informed investment decisions, and navigate complex...
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Financial Planning Specialist
4 weeks ago
Midland, Texas, United States Frost Bank Full timeJob Summary:As a Financial Advisor I at Frost Bank, you will play a critical role in helping our clients achieve their financial goals. You will work closely with our clients to develop personalized financial plans, provide expert financial advice, and proactively market Frost's banking and brokerage products and services.Key Responsibilities: Build strong...
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Senior Tax Planning Specialist
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Midland, Texas, United States Hantz Group Full timeJob DescriptionHantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. As a Senior Tax Planning Specialist, you will work with a team of financial advisors to develop financial strategies and reduce clients' tax liability.Tax Planning and ComplianceOur tax specialists provide proactive...
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Tax Planning Strategist
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Dental Instrument Specialist
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Financial Advisor
3 months ago
Midland, United States Diversified Recruitment Services, LLC Full timeFinancial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...
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Senior Financial Advisor
4 weeks ago
midland, United States Diversified Recruitment Services, LLC Full timeFinancial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...
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Senior Financial Advisor
1 month ago
Midland, United States Diversified Recruitment Services, LLC Full timeFinancial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...
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Senior Financial Advisor
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midland, United States Diversified Recruitment Services, LLC Full timeFinancial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...
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Senior Financial Advisor
4 weeks ago
Midland, United States Diversified Recruitment Services, LLC Full timeFinancial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:Managing client relationships through ongoing client contact and communications to establish and maintain a...
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Financial Advisor I
2 weeks ago
Midland, United States Frost Bank Full timeJob Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...
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Tax Professional
4 weeks ago
Midland, Michigan, United States Hantz Group Full timeJob OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Tax Intern. As a Tax Intern, you will be an integral part of our Family Office, working closely with experienced CPAs, Accountants, and Financial Advisors to gain hands-on experience in tax accounting and...
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Staff Accountant
2 months ago
Midland, United States Robert Half Full timeJob DescriptionJob DescriptionJob Title: Family Office Tax AccountantJob Summary:The Family Office Tax Accountant is responsible for managing the tax processes on behalf of the family office, ensuring compliance with all applicable tax laws and regulations. This role involves preparing and filing tax returns, conducting tax planning and advising on various...
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Auto Care Center Service Manager
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Midland, Michigan, United States Walmart Full timeJob OverviewAs an Auto Care Center Service Manager at Walmart, you will be responsible for providing exceptional customer service and ensuring the highest quality of vehicle care. You will work closely with our customers to understand their needs and provide solutions that meet their expectations.Key Responsibilities* Provide exceptional customer service and...
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Associate | Wealth Planner
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Senior Associate | Wealth Planner
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Accounting Manager
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Part-time Assistant General Manager
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Front Desk Receptionist
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Midland, United States Familia Dental Full timeAbout the Company Familia Dental was established in 2008 and has grown rapidly because of our quality dentistry and our caring, compassionate approach to all people. Our practice exemplifies the core values of quality, honesty, and care in everything that we do. Our company strives in community outreach and internal growth. Join our family to be a part of...
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Sales Associate
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Sales Associate III
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Temporary Sales Associate
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Temporary Sales Associate
1 month ago
Midland, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last-for you to be yourself in. Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what's possible. A...